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KWMG LLC’s Dollar General DG Stock Holding History

KWMG LLC’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.44M Buy
62,183
+1,550
+3% +$191K 0.54% 57
2026
Q2 		$6.98M Buy
60,633
+1,724
+3% +$196K 0.5% 65
2026
Q1 		$6.99M Buy
58,909
+750
+1% +$107K 0.58% 62
2025
Q4 		$7.72M Buy
58,159
+446
+0.8% +$49.8K 0.67% 50
2025
Q3 		$5.96M Buy
57,713
+2,147
+4% +$235K 0.52% 68
2025
Q2 		$6.36M Buy
55,566
+1,695
+3% +$168K 0.6% 59
2025
Q1 		$4.74M Buy
53,871
+4,802
+10% +$364K 0.48% 74
2024
Q4 		$3.72M Buy
49,069
+7,655
+18% +$603K 0.38% 88
2024
Q3 		$3.5M Buy
41,414
+4,500
+12% +$493K 0.35% 90
2024
Q2 		$4.88M Buy
36,914
+2,199
+6% +$307K 0.53% 75
2024
Q1 		$5.42M Buy
34,715
+899
+3% +$128K 0.59% 65
2023
Q4 		$4.6M Buy
+33,816
New +$4.1M 0.54% 72

Other funds holding DG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

KWMG LLC's DG Position: Q3 2026 in Review

KWMG LLC increased its Dollar General (DG) stake by 2.6% in Q3 2026, buying an estimated $191K and bringing the position to 62,183 shares worth $7.44M. The position accounts for 0.54% of the portfolio, ranked #57.

KWMG LLC first reported a position in DG in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.72M in Q4 2025. 41 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • KWMG LLC held 62,183 shares of Dollar General worth $7.44M as of Q3 2026.
  • KWMG LLC bought 1,550 Dollar General shares in Q3 2026, an estimated $191K.
  • Dollar General made up 0.54% of KWMG LLC's portfolio in Q3 2026, its #57 holding.
  • KWMG LLC first reported a position in Dollar General in Q4 2023 and has held it in 12 quarters since.
  • KWMG LLC's Dollar General position peaked at $7.72M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.